Other
2022 plan-year Other DOL Form 5500

PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF THE PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION

This Other plan holds $126M in total assets and serves 732 participants as of 2022. It is sponsored by TRUSTEES OF THE PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION in Florida. The plan reported a net loss of $23M for the year.

Total Assets (2023)
$126M
Participants
732
State
Industry
Construction

What the Filing Says About PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND

PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND is a Other retirement plan sponsored by TRUSTEES OF THE PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $126M in total end-of-year assets and covers 732 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 596165026, and the plan has been effective since 1965-12-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $149M at the beginning of 2022 to $126M at year-end — a decline of 15.3%. Net assets (after liabilities) closed the year at $126M, with reported net income of $-22,812,888 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$149M
Total Assets (End of Year)$126M
Net Assets (End of Year)$126M
Net Income$-22,812,888
Plan TypeOther
Employer EIN596165026
Plan Effective Date1965-12-07
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF THE PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION)

Year Plans Participants Total Assets
2022 1 732 $126M
2023 1 738 $141M
2024 1 737 $159M

Nearby Other Plans in Florida

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND?
As of the 2022 Form 5500 filing, PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND holds $126M in total assets with 732 participants. It is sponsored by TRUSTEES OF THE PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION.
What type of plan is PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND?
PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND is a Other plan. It has been effective since 1965-12-07. The plan is filed with the U.S. Department of Labor under EIN 596165026.
Who sponsors the PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND?
PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND is sponsored by TRUSTEES OF THE PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION, located in Florida. The sponsor's EIN is 596165026 and the plan operates in the Construction industry.
How did PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND perform in 2022?
PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND declined by 15.3% during 2022, moving from $149M to $126M in total assets. Net income was $-22,812,888.
Where can I find official filings for PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND?
Official Form 5500 filings for PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 596165026 or plan name at efast.dol.gov.
How does PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND compare to other plans?
You can compare PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUND against other Other plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 596165026.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.